# Michael Mattison

> Michael Mattison is a fee-only financial advisor at Planvest Financial in Gaithersburg, Maryland. Planvest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-mattison/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Planvest Financial
- **Based in:** Gaithersburg, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $175.9M across 553 accounts
- **CRD:** 2723042 (https://adviserinfo.sec.gov/individual/summary/2723042)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1996), Series 65 (1997)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://planvestfinancial.com

## Frequently asked questions

### Is Michael Mattison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Planvest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Planvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Mattison based?

Michael Mattison is based in Gaithersburg, Maryland.

### Is Michael Mattison registered with the SEC?

Yes. Michael Mattison is registered as an investment adviser representative in MD (CRD 2723042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planvest Financial manage?

Planvest Financial reports $175.9M across 553 accounts in assets under management.

### How do I contact Michael Mattison?

Through Michael's website, planvestfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2723042): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.